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Private Client Tax Manager
Job summary
A reputable professional services firm in Cheltenham is seeking a Private Client Tax Manager to manage a significant portfolio of high-net-worth individual clients. The role involves providing tailored tax advice, ensuring compliance, and supporting the development of junior team members. Candidates should hold a relevant professional qualification and have extensive knowledge in private client tax regulations. Competitive salary of £48,000 to £56,000 per annum is offered, along with opportunities for career progression.
Benefits
Qualifications
- Extensive knowledge of private client tax regulations and practices.
- Experience managing a portfolio of clients within a professional services environment.
- Ability to manage multiple priorities effectively.
Responsibilities
- Manage a portfolio of private clients, ensuring all tax compliance requirements are met.
- Provide tailored tax advice and planning solutions to clients.
- Build and maintain strong client relationships.
Skills
Education
- Take ownership over a significant portfolio of HNWI clients
- Work in a modern firm with great progression and international opportunities
About Our Client
This Top-20 accountancy firm is a well-regarded organisation with a strong presence in the UK and internationally. They pride themselves on delivering exceptional tax services to their clients and offering a supportive environment for their employees.
Job Description
- Manage a portfolio of private clients, ensuring all tax compliance requirements are met.
- Provide tailored tax advice and planning solutions to clients in a professional and timely manner.
- Assist with tax reporting, ensuring accuracy and compliance with regulations.
- Work closely with other team members to deliver comprehensive tax services.
- Build and maintain strong client relationships to understand and address their tax needs.
- Support the development and training of junior team members.
- Ensure adherence to internal policies and external regulatory standards.
- Identify opportunities for business development and contribute to the growth of the tax department.
The Successful Applicant
A successful Private Client Tax Manager should have:
- A professional qualification in tax or accounting (e.g., CTA, ACA, or equivalent).
- Extensive knowledge of private client tax regulations and practices.
- Experience managing a portfolio of clients within a professional services environment.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent communication and interpersonal skills to build client relationships.
- The ability to work effectively as part of a team and manage multiple priorities.
What's on Offer
- Competitive salary ranging from £48,000 to £56,000 per annum.
- Permanent position within a reputable professional services firm.
- Opportunity to work within a supportive and professional environment.
- Potential for career progression within the tax department.
- Additional benefits to be confirmed upon offer.
Take the next step in your career by applying for this exciting Private Client Tax Manager role today!
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.